Thursday, May 28, 2009

GoldMine: Quick Forecast Tip

A client asked: Are there ways to speed up the entry of products, forecasted sales and producing the forecasted sales report?

I know of one way, see below for details:

* When you enter a product (in the F2 Lookup), enter the Product Name and Price
* Use this format in the F2 Lookup: Product // Price (e.g. Goldmine // 500)
* When you select this product it will add the product and the price
* When you run the Forecasted Sales reports, they will show the price

Although this requires some setup of Products in the F2 lookup, after the intial setup, it should allow quicker entry of forecasts and production of forecasted sales

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